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Advisor Considerations for HSAs and ERISA


Apr. 22, 2020
Recorded Online

For advisors working with or considering offering HSA investment programs, they must be aware of their duties and obligations under ERISA.

This webinar will feature three ERISA attorneys who will speak on the advisor’s role when selling HSAs and providing fund line-ups as well as trends for broker-dealers and their compliance consideration.

Learning objectives:

  • Recognize legal and compliance requirements for HSAs under ERISA
  • Understand advisor’s Role when selling HSAs and selecting fund line-ups
  • Recognize broker Deal Trends and Compliance Consideration

Moderator: Shelby George, CEO, Perspective Partners


  • Roberta Casper Watson, The Wagner Law Group
  • Michael Wieber, Partner, Quarles & Brady LLP

This webinar is accepted by Fi360, IWI and CFP Board for one hour of continuing education.

More Information, How to Register

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